Workiva for Investments Brochure

Key Takeaways

• Workiva helps you connect data, teams, and processes across funds, whether you’re in mutual funds, ETFs, annuities, alternative investments, or private equity

• Investment and insurance teams are using Workiva to produce prospectuses, financial statements, shareholder reports, and iXBRL^TM filings 

• Teams can create a content management system within our platform to link shared disclosures across funds for efficiency, consistency, and accuracy

iXBRL^TM is a trademarks of XBRL International, Inc. All rights reserved. The XBRL^TM/® standards are open and freely licensed by way of the XBRL International License Agreement.